Shareholders 'Emboldened' in 2018 Activism Boost, Says Rossman

The video discusses the rapid increase in shareholder activism, driven by market trends such as M&A activity and the hunt for alpha. It highlights the emergence of the $10 billion club, with major hedge funds like Elliott leading the market. Companies and shareholders are becoming more receptive to activism, with traditional investors taking sides earlier. The video also explores the dynamics of multiple activists and the impact on management, as well as the influence of macro trends in asset management.

What are the implications of having multiple activists targeting the same company?

How do macro trends in asset management influence activist campaigns?

What positive outcomes can result from activist campaigns for boards and management teams?